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sustainability-reporting

Producing regulatory and voluntary sustainability disclosures from Salesforce Net Zero Cloud (formerly Sustainability Cloud) — the native ESRS / CSRD / SASB / GRI / CDP report builders, the Carbon Accounting Manager data model (Stationary Asset, Vehicle Asset, Scope 3 procurement items, Energy Use Records), the double-materiality assessment prerequisite for CSRD, the MSESRSMainDataraptor Data Mapper for ESRS reports, and the Sustainability Scorecard.

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Sustainability Reporting (Net Zero Cloud)

Salesforce Net Zero Cloud (formerly "Sustainability Cloud") is the industry product for carbon accounting and regulatory sustainability disclosure. It ships a Carbon Accounting Manager data model and a set of native report builders for the major frameworks: ESRS (European Sustainability Reporting Standards under CSRD), SASB, GRI, CDP.

This skill covers the reporting / disclosure output layer — which framework to use, how to drive the native report builders, the data prerequisites, and the common pitfalls. Configuring emissions sources and ingesting energy data is a separate skill.

The Carbon Accounting Manager data model (briefly)

Net Zero Cloud organizes emissions data into typed source objects that map to the GHG Protocol's three scopes:

ScopeSource categoryNet Zero Cloud objects
Scope 1Direct emissions (owned facilities, fleet)StationaryAssetCarbonInventory, VehicleAssetCarbonInventory
Scope 2Purchased energyStationaryAssetEnergyUse, electricity / heating purchases
Scope 3Value-chain (procurement, travel, waste)ScopeThreeCarbonInventory, procurement / travel / waste records

The unit-of-measure inputs are Energy Use Records — typed source records that the platform converts into CO2-equivalent emissions via emission factors.

Report builders

FrameworkOutput formatBuilder name
ESRS (CSRD)Word document via Data MapperESRS Report Builder, MSESRSMainDataraptor
SASBSector-specific structured outputSASB Report Builder (sector applicability matters)
GRIDisclosure-aligned structured outputGRI Report Builder
CDPSubmission-aligned questionnaire outputCDP Report Builder

The ESRS path uses an OmniScript / Data Mapper combination that generates a Microsoft Word disclosure. CSRD compliance specifically requires that a double-materiality assessment has been completed before the report is generated — skipping this prerequisite produces a non-compliant CSRD output even if the report builder runs without error.

Double-materiality (CSRD prerequisite)

Double materiality has two axes:

CSRD requires both. The assessment is a discrete project step, not something the report builder produces. Net Zero Cloud has tooling to capture the assessment results; the work itself is human and stakeholder-driven.

Sustainability Scorecard

The Sustainability Scorecard is Net Zero Cloud's snapshot view of emissions performance against targets. It aggregates Scope 1 / 2 / 3 data into a single readable summary; it is a different surface from the framework-specific report builders. Scorecard is for internal monitoring; report builders are for external disclosure.

  1. Confirm Net Zero Cloud is licensed and provisioned. It is a separately purchased industry cloud; presence is not implied by an Enterprise / Unlimited license.
  2. Select the target framework. CSRD / ESRS for EU regulated entities; SASB for sector-aligned investor disclosures; GRI for general voluntary disclosure; CDP for CDP submission. More than one is common; report builders run independently.
  3. Verify double-materiality assessment if CSRD is in scope. Without it, the ESRS output is structurally correct but compliance-deficient.
  4. Validate the underlying emissions data. Energy Use Records, asset coverage, supplier coverage. Gaps in input data produce gaps in disclosure.
  5. Run the framework-specific report builder. ESRS goes through MSESRSMainDataraptor and produces a Word document; SASB / GRI / CDP have their own outputs.
  6. Reconcile against the Sustainability Scorecard. Scorecard and report-builder numbers should agree for the same scope and period; a mismatch means a configuration drift.
  7. Track disclosure-readiness gaps. SASB sector applicability, CDP submission workflow, and supplier-data coverage are common gap areas. Document for the next reporting cycle.

What This Skill Does Not Cover

TopicSee instead
Net Zero Cloud feature setup / emissions-source configintegration/net-zero-cloud-setup
CRM Analytics general dashboardsdata/crm-analytics-patterns
Sustainability Cloud (legacy product name) before rebrand(Same product; treat the name as Net Zero Cloud)
ESG performance benchmarkingApp-layer (CDP, MSCI, etc.)

Package files